BSWA

Bromfield Sneider Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 18.55%
This Quarter Est. Return
1 Year Est. Return
+18.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.95M
3
+$1.77M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.57M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.4M

Top Sells

1
+$672K
2
+$671K
3
+$48.2K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$47.2K
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$32.9K

Sector Composition

1 Healthcare 0.2%
2 Technology 0.18%
3 Consumer Staples 0.16%
4 Industrials 0.14%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$447K 0.34%
17,138
+10,675
27
$387K 0.29%
9,880
+51
28
$385K 0.29%
4,091
29
$351K 0.26%
14,139
+2,602
30
$339K 0.26%
5,262
31
$316K 0.24%
5,896
+147
32
$309K 0.23%
9,473
+2,387
33
$306K 0.23%
4,444
34
$298K 0.22%
2,975
+70
35
$245K 0.18%
5,260
36
$236K 0.18%
889
-25
37
$228K 0.17%
1,653
38
$216K 0.16%
2,984
39
$207K 0.16%
1,062
+4
40
$203K 0.15%
2,271
41
$198K 0.15%
1,807
42
$183K 0.14%
8,314
+4,825
43
$160K 0.12%
1,450
44
$151K 0.11%
6,864
+6,499
45
$145K 0.11%
1,440
46
$118K 0.09%
2,425
+845
47
$116K 0.09%
5,146
+4,101
48
$112K 0.08%
354
-90
49
$110K 0.08%
811
50
$103K 0.08%
438
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